Private Wealth Management Summit September 2019
Casey Verbeck
Managing Director | Veris Wealth Partners
Speaker Presentation
The Impact Revolution
A growing number of families are placing social impact high on their agenda. They want their portfolios aligned to their values, to better reflect who they are. While there are persons who believe this is just a fad, some argue that this is in fact a viable asset class that will soon be mainstream. In this session we will delve into:
• Exploring trends in ESG investing
• Tools for evaluating impact
• Strategies for sustainability
Speaker Bio
Casey Verbeck is a Partner and Managing Director of Marketing and Business Development. In this role, Casey leads all marketing, strategy and business development for the firm across the country. Casey has extensive experience in impact investing and has helped many families, individuals and foundations align their wealth with their values.
Over the past 22 years, Casey built and managed three firms focused on strategic advisory and business management. He worked with leading artists, non-profits and Fortune 500 corporations around the globe to accelerate their growth. Among his most rewarding engagements were The Nature Conservancy, Feeding America, the UN Foundation and National Geographic. He also created and launched the [i4c] campaign and venture fund in partnership with Sarah McLachlan and ABC television to support the growth of impact entrepreneurs in the USA. Casey serves on the Advisory Board for MIT SOLVE and is a founding member of the UN SDG Private Capital Council. He previously served on the Board of Directors at the the University of Colorado Deming Center for Entrepreneurship, [i4c] LLC, Colorado B Lab Impact Committee and Accion. He enjoys fly-fishing, snowboarding, cycling and is still trying to master the art of surfing. He lives with his wife Lisa and two children, Miles and Avery in Boulder, CO.
Speaker Presentation
The Impact Revolution
A growing number of families are placing social impact high on their agenda. They want their portfolios aligned to their values, to better reflect who they are. While there are persons who believe this is just a fad, some argue that this is in fact a viable asset class that will soon be mainstream. In this session we will delve into:
• Exploring trends in ESG investing
• Tools for evaluating impact
• Strategies for sustainability
Speaker Bio
Casey Verbeck is a Partner and Managing Director of Marketing and Business Development. In this role, Casey leads all marketing, strategy and business development for the firm across the country. Casey has extensive experience in impact investing and has helped many families, individuals and foundations align their wealth with their values.
Over the past 22 years, Casey built and managed three firms focused on strategic advisory and business management. He worked with leading artists, non-profits and Fortune 500 corporations around the globe to accelerate their growth. Among his most rewarding engagements were The Nature Conservancy, Feeding America, the UN Foundation and National Geographic. He also created and launched the [i4c] campaign and venture fund in partnership with Sarah McLachlan and ABC television to support the growth of impact entrepreneurs in the USA. Casey serves on the Advisory Board for MIT SOLVE and is a founding member of the UN SDG Private Capital Council. He previously served on the Board of Directors at the the University of Colorado Deming Center for Entrepreneurship, [i4c] LLC, Colorado B Lab Impact Committee and Accion. He enjoys fly-fishing, snowboarding, cycling and is still trying to master the art of surfing. He lives with his wife Lisa and two children, Miles and Avery in Boulder, CO.